RM - PMS - AIF - Mumbai

Description

We are seeking a highly skilled and experienced RM - PMS - AIF professional to join our team in Mumbai. The successful candidate will have a proven track record of managing portfolios and providing excellent client service. The role requires a deep understanding of the Indian job market, as well as strong technical skills in portfolio management, risk assessment, and investment analysis.

Responsibilities

• Develop and manage customized investment portfolios for clients
• Provide ongoing investment advice and guidance to clients
• Conduct regular market research and analysis to identify investment opportunities
• Monitor and assess portfolio performance, and make adjustments as needed
• Ensure compliance with regulatory requirements and company policies
• Provide exceptional client service, building and maintaining strong relationships with clients

Skills and Qualifications

• 4-11 years of experience in portfolio management and investment advisory
• Strong technical skills in portfolio management, risk assessment, and investment analysis
• Deep understanding of the Indian job market and investment landscape
• Experience managing and servicing high net worth clients
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Bachelor's degree in finance, economics, or a related field
• Professional certifications such as CFA, CAIA, or FRM are a plus